Personal Audit

Now more than ever it's important to have a clear picture of your financial health. It lets you know where you are and where you're headed. A personal audit will give you the full picture of your financial resources and make effective planning possible.

Net worth analysis

1We begin by taking a complete inventory of your assets. From bank and brokerage accounts, to real-estate and other property. Having a clear picture of the resources at your disposal is a critical step in developing a plan for the future.

Cash flow analysis

2We identify your sources of cash, as well as your expenditures, categorizing each in order to be able to eventually create a budget that works for you and your family.

Future projections

3One of the most important steps of the audit. We calculate your personal return on investment and cost of debt in order to project in to the future. You will see exactly where your current state of affairs is taking you.

Solutions

4Based on the outcome of your projections, we can suggest courses of action to take in order to continue building upon your success, or steer you clear of disaster.